River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 197
- 較 2022 年第 2 季 −15
- 總值
- $4.64 億
- 較 2022 年第 2 季 −$7,877 萬 (−14.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GERNGeron Corp | COM | 10,000 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Ares Capital Corp04010LAW3 | NOTE 4.625% 3/0 | 120,000 | $12.3 萬 | <0.1% | −35,000−22.6% | 減碼 | – |
| FFord Motor Co | Stock | 15,073 | $16.9 萬 | <0.1% | −597−3.8% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,863 | $18.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 3,293 | $20.0 萬 | <0.1% | +3,293 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E578 | KBW REGL BKG | 3,636 | $20.1 萬 | <0.1% | −196−5.1% | 減碼 | – |
| AONAon plc | CL A | 774 | $20.7 萬 | <0.1% | −64−7.6% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 528 | $21.1 萬 | <0.1% | −40−7.0% | 減碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,004 | $21.6 萬 | <0.1% | −50−1.0% | 減碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,509 | $21.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 19,603 | $22.1 萬 | <0.1% | −804−3.9% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 6,106 | $23.1 萬 | <0.1% | −488−7.4% | 減碼 | – |
| SNPSSynopsys Inc | COM | 775 | $23.7 萬 | 0.1% | −200−20.5% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,066 | $23.8 萬 | 0.1% | +7+0.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,860 | $24.1 萬 | 0.1% | −860−31.6% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 3,193 | $24.3 萬 | 0.1% | +740+30.2% | 加碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,548 | $26.2 萬 | 0.1% | +211+4.9% | 加碼 | – |
| MOG.AMoog Inc. | CL A | 3,751 | $26.4 萬 | 0.1% | −1,423−27.5% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,052 | $26.9 萬 | 0.1% | −534−11.6% | 減碼 | – |
| GPCGenuine Parts Co | Stock | 1,856 | $27.7 萬 | 0.1% | −24−1.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,477 | $27.8 萬 | 0.1% | +27+1.9% | 加碼 | – |
| BROBrown & Brown, Inc. | Stock | 4,657 | $28.2 萬 | 0.1% | −370−7.4% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,324 | $28.3 萬 | 0.1% | +93+7.6% | 加碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 1,668 | $28.6 萬 | 0.1% | +11+0.7% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,152 | $29.3 萬 | 0.1% | −15−0.5% | 減碼 | 歷史 |
| HSYHershey Co | COM | 1,330 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,384 | $29.8 萬 | 0.1% | −291−10.9% | 減碼 | – |
| NUENucor Corp | COM | 2,884 | $30.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 8,335 | $31.2 萬 | 0.1% | −679−7.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,754 | $31.5 萬 | 0.1% | +1,754 | 新進 | – |
| SBUXStarbucks Corp | Stock | 3,787 | $31.9 萬 | 0.1% | +204+5.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,093 | $32.0 萬 | 0.1% | −250−18.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,449 | $32.0 萬 | 0.1% | +40+0.9% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,585 | $32.1 萬 | 0.1% | −3,944−34.2% | 減碼 | – |
| INTCIntel Corp | Stock | 12,676 | $32.7 萬 | 0.1% | −12,573−49.8% | 減碼 | 歷史 |
| GLGlobe Life Inc. | COM | 3,286 | $32.8 萬 | 0.1% | −275−7.7% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,352 | $32.9 萬 | 0.1% | −141−3.1% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,411 | $32.9 萬 | 0.1% | −823−19.4% | 減碼 | – |
| TRVTravelers Companies, Inc. | Stock | 2,156 | $33.0 萬 | 0.1% | −199−8.5% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,576 | $34.6 萬 | 0.1% | −185−6.7% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 8,273 | $34.7 萬 | 0.1% | −997−10.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,729 | $36.1 萬 | 0.1% | −19−0.5% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 9,048 | $36.4 萬 | 0.1% | +211+2.4% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 5,150 | $36.7 萬 | 0.1% | −590−10.3% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,783 | $37.8 萬 | 0.1% | −329−15.6% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,141 | $38.5 萬 | 0.1% | −1,318−29.6% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,927 | $39.2 萬 | 0.1% | −199−9.4% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,202 | $39.9 萬 | 0.1% | −174−4.0% | 減碼 | – |
| TDToronto Dominion Bank | Stock | 6,631 | $40.7 萬 | 0.1% | −448−6.3% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 6,389 | $40.8 萬 | 0.1% | −604−8.6% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,887 | $41.1 萬 | 0.1% | −874−23.2% | 減碼 | – |
| LHLabcorp Holdings Inc. | COM NEW | 2,009 | $41.1 萬 | 0.1% | −134−6.3% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 4,549 | $41.4 萬 | 0.1% | +284+6.7% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 14,255 | $43.3 萬 | 0.1% | −3,720−20.7% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,621 | $45.9 萬 | 0.1% | −16,764−57.0% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,079 | $46.5 萬 | 0.1% | −106−4.9% | 減碼 | – |
| RMDResmed Inc | COM | 2,191 | $47.8 萬 | 0.1% | −65−2.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,832 | $48.4 萬 | 0.1% | −554−16.4% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,477 | $49.9 萬 | 0.1% | −30−0.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,671 | $51.4 萬 | 0.1% | −865−34.1% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 7,348 | $52.2 萬 | 0.1% | −477−6.1% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 5,549 | $53.4 萬 | 0.1% | −400−6.7% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,604 | $54.5 萬 | 0.1% | −22−1.4% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 15,427 | $54.9 萬 | 0.1% | −349−2.2% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 6,131 | $55.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,401 | $56.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IRIngersoll Rand Inc. | COM | 13,057 | $56.5 萬 | 0.1% | −1,230−8.6% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 5,119 | $56.7 萬 | 0.1% | −39−0.8% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,216 | $58.7 萬 | 0.1% | −220−4.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,938 | $61.0 萬 | 0.1% | +1,342+51.7% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 14,846 | $61.9 萬 | 0.1% | −1,200−7.5% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 3,512 | $61.9 萬 | 0.1% | −409−10.4% | 減碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 34,367 | $62.1 萬 | 0.1% | −18,168−34.6% | 減碼 | – |
| FDXFedEx Corp | Stock | 4,260 | $63.2 萬 | 0.1% | −110−2.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 11,367 | $63.7 萬 | 0.1% | +304+2.7% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 25,385 | $69.4 萬 | 0.1% | +6,846+36.9% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,762 | $70.7 萬 | 0.2% | −311−6.1% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,689 | $75.5 萬 | 0.2% | −146,794−87.6% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 4,224 | $76.3 萬 | 0.2% | −822−16.3% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 7,315 | $76.8 萬 | 0.2% | −1,284−14.9% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 15,832 | $77.2 萬 | 0.2% | −8,967−36.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,652 | $79.0 萬 | 0.2% | +7+0.1% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 1,513 | $83.3 萬 | 0.2% | +292+23.9% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 8,577 | $85.1 萬 | 0.2% | −391−4.4% | 減碼 | 歷史 |
| SUMSummit Materials, Inc. | CL A | 37,051 | $88.8 萬 | 0.2% | +977+2.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,737 | $93.7 萬 | 0.2% | −769−6.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,634 | $94.5 萬 | 0.2% | −643−2.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,930 | $96.0 萬 | 0.2% | +108+2.2% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 26,691 | $96.1 萬 | 0.2% | +1,280+5.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,684 | $97.7 萬 | 0.2% | +2,313+168.7% | 加碼依 3 比 1 拆股換算 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,803 | $99.4 萬 | 0.2% | −978−6.6% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 4,899 | $102.7 萬 | 0.2% | −278−5.4% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,670 | $103.2 萬 | 0.2% | −317−10.6% | 減碼 | 歷史 |
| TMToyota Motor Corp | ADS | 8,033 | $104.7 萬 | 0.2% | −750−8.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,757 | $106.3 萬 | 0.2% | −832−8.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,497 | $106.6 萬 | 0.2% | −141−2.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,053 | $108.5 萬 | 0.2% | −151−2.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,718 | $108.9 萬 | 0.2% | +284+6.4% | 加碼 | 歷史 |
| MASMasco Corp | COM | 23,625 | $110.3 萬 | 0.2% | +1,236+5.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 25,348 | $110.9 萬 | 0.2% | +30.0% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（17 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 196,504 | $1,479 萬 | 2.7% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 55,345 | $422.1 萬 | 0.8% | – |
| TAT&T Inc. | Stock | 24,849 | $52.1 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 3,504 | $45.3 萬 | 0.1% | 歷史 |
| HTHersha Hospitality Trust | PR SHS BEN INT | 44,453 | $43.6 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 2,958 | $40.4 萬 | 0.1% | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,505 | $30.6 萬 | 0.1% | – |
| Schwab International Equity ETF808524805 | ETF | 9,533 | $30.0 萬 | 0.1% | – |
| VFCV F Corp | Stock | 6,645 | $29.4 萬 | 0.1% | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,393 | $28.3 萬 | 0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,389 | $25.8 萬 | <0.1% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,323 | $24.7 萬 | <0.1% | – |
| ADBEAdobe Inc. | Stock | 654 | $23.9 萬 | <0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,636 | $23.1 萬 | <0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 2,866 | $22.8 萬 | <0.1% | 歷史 |
| MSMorgan Stanley | Stock | 2,940 | $22.4 萬 | <0.1% | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,324 | $21.0 萬 | <0.1% | 歷史 |